Finding gems in an embattled sector

The active versus passive debate has been raging for the past two decades. The biggest issue with active funds is fees. No investor should pay higher fees for sub-par performance. Still, if managers c

Digging around portfolios can reveal hidden gems among the global giants

Private markets offer alluring opportunities. From the fastest-growing firms to the infrastructure that will deliver net zero, the assets with the potential to yield the most exciting returns in the y

Uncovering less well-known funds with strong track records

I’ve been tracking the financial technology (fintech) sector for a decade now. It strikes me that three significant changes are under way. The first is the rise of cryptocurrency and all the digital a

In the world of bonds and fixed income, US billionaire Howard Marks is a titan. After making a name for himself at Citicorp in the 1970s and then TCW Group in the 1980s trading distressed bonds, he fo